Import your workspaces data from an Excel spreadsheet into the Workplace Core application.

Before you begin

Role required: sn_wsd_core.admin

About this task

Complete Configuring spreadsheets to import workplace data.

Procedure

  1. Navigate to All > System Import Sets > Load Data.
  2. Select Existing table.
  3. In the Import set table field, select Space Staging [sn_wsd_core_space_staging].
  4. In the Source of the import field, select File.
  5. Select Choose File and select the source Excel spreadsheet.
  6. (Optional) Specify the worksheet number in the Sheet number field and header row number in the Header row field.
  7. Select Submit.
    The imported data is now available in the new Import Set table.
  8. Select Run Transform.
    Important: Ensure that the Import set field shows sn_wsd_core_space_staging and the selected map is Space Transform map - sn_wsd_core_space.
  9. Select Transform.
  10. (Optional) Verify that the data records were imported into the Spaces table by navigating to Workplace Safety Management > Space Administration > Spaces

What to do next

Define shifts for your workplace